See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,362 | $114,381-54.2% | $107,525-51.3% | $142,382-63.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.09% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,218 | $4,015+5.1% | $3,754+12.4% | $4,299-1.9% |
| Participant deferral / active EE | $12,174 | $5,564+118.8% | $5,116+138.0% | $6,507+87.1% |
| Admin fee / account holder | $549 | $9,860-94.4% | $8,919-93.8% | $12,624-95.7% |